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<h1>Work Order Builder</h1>

<p>The Work Order Builder provides the ability to build templates from
which items can be assembled. A work
order template consists of one or more work order tasks in sequence to
help control the assembly process as an integral part of a quality
control system.</p>

<h2>Adding a Work Order Template</h2>

<p>Work order templates are managed through the work order Builder
screen. To add a template, follow the steps below:</p>

<ol start="1">

  <li class="c0">Navigate to Inventory -&gt; Work Order Builder. If the
main screen currently being viewed, click the New
icon <img style="width: 32px; height: 32px;" alt="New" src="../../../../../themes/default/icons/32x32/actions/document-new.png">.</li>
  <li class="c0">Fill in the fields as defined:<br>
    <span style="font-weight: bold;"> Work Order Title</span>: Contains
a short title to use for the template. This title is used when
generating work orders from the pop-up list.<br>
    <span style="font-weight: bold;">SKU</span>: Enter a sku or select
a sku from the Search pop-up list.
Note, only skus that are assemblies will appear in the pop-up.<br>
    <span style="font-weight: bold;">Description</span>: This field
will be filled in automatically if the sku is selected from the pop-up
window.
It may be edited, left alone or re-written as necessary to describe the
work order and display all pertinent information.<br>
    <span style="font-weight: bold;">Revision</span>: This field is
read-only and will be controlled by the
module.<br>
    <span style="font-weight: bold;">Use Allocation</span>: Determines
whether or not to allocate parts with the work order. If Yes
is selected, the quantity_on_allocation values will be adjusted for all
parts required to build the assembly.<br>
    <span style="font-weight: bold;">Ref
Documents</span>: Lists any reference documents that
provide additional direction/clarification/process control while
assembling the sku.<br>
    <span style="font-weight: bold;"> Ref Drawings</span>: Lists any
reference drawings that may provide additional
direction/clarification/process control while assembling the sku.</li>
  <li class="c0">For all the task steps needed populate the procedure
list to assemble the sku by selecting from the
list of tasks created with the Work Order Task process. The sequence
should be the same as what it would take to build the item.</li>
  <li class="c0">Click the Save icon <img style="width: 32px; height: 32px;" alt="Save" src="../../../../../themes/default/icons/32x32/devices/media-floppy.png">to
save the task and return to the main
template list page.</li>
</ol>

<h2>Editing a Work Order Template</h2>

<p>Work order templates can be edited at any time.</p>

<ol start="1">

  <li class="c0">Navigate to Inventory -&gt; Work
Order Builder.</li>
  <li>Locate the template to be edited, either through the paging
system or searching.</li>
  <li>Click on the row to be edited. Note: Some fields will not be
editable and are locked by the system. This is to maintain quality
control over the work order process.<br>
REVISIONS:
If the work order has been used to build a inventory item. The revision
will automatically be rolled to the next level. </li>
  <li>Change the fields as necessary and click the Save icon <img style="width: 32px; height: 32px;" alt="Save" src="../../../../../themes/default/icons/32x32/devices/media-floppy.png">to
save the template
and clear the form.</li>
</ol>

<h2>Deleting a Work Order Template</h2>

<p>Work order templates can only be deleted if they have not been used
in a Work Order.</p>

<ol start="1">

  <li>Navigate to Inventory -&gt; Work Order Builder.</li>
  <li>Locate the template to be deleted, either through the paging
system or searching.</li>
  <li>Click on Delete icon <img style="width: 32px; height: 32px;" alt="Delete" src="../../../../../themes/default/icons/32x32/emblems/emblem-unreadable.png">on
the work order template to be deleted.</li>
  <li>Confirm the deletion of the template.</li>
</ol>

<h2>Related Topics</h2>

<p>
<a href="main.html">Work Order Module</a><br>
<a href="install.html">Installing/Removing the Work Order Module</a><br>
<a href="tasks.html">Work Order Tasks</a><br>
<a href="manager.html">Work Order Manager</a><br>
</p>

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